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First Trust Technology AlphaDEX Fund

202 hedge funds and large institutions have $1.79B invested in First Trust Technology AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more funds holding

Funds holding: 184202 (+18)

8% more capital invested

Capital invested by funds: $1.66B → $1.79B (+$129M)

0.45% less ownership

Funds ownership: 74.72%74.27% (-0.45%)

6% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 70

Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
3.98%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
42
Increased
66
Reduced
70
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$1.16M +$1.03M +15,029 New
CWA
77
Capital Wealth Alliance
Arizona
$1.16M +$1.08M +15,804 New
ACM
78
AlphaStar Capital Management
North Carolina
$1.05M -$1.82M -26,521 -65%
GIA
79
Gladstone Institutional Advisory
Florida
$1.02M -$135K -1,962 -12%
CFGS
80
Concourse Financial Group Securities
Alabama
$1.02M +$436K +6,356 +83%
MAP
81
Milestone Advisory Partners
North Carolina
$884K
FAM
82
Flaharty Asset Management
Florida
$862K +$137 +2 +0%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$858K -$2.4K -35 -0.3%
MOS
84
MGO One Seven
Ohio
$855K -$8.16K -119 -1%
Citigroup
85
Citigroup
New York
$817K -$188K -2,744 -20%
KWM
86
Kingsview Wealth Management
Oregon
$813K +$365K +5,317 +90%
CAN
87
Claraphi Advisory Network
United States
$795K -$39.4K -575 -5%
BRWA
88
B. Riley Wealth Advisors
Florida
$781K +$22K +320 +3%
TA
89
TFG Advisers
Michigan
$746K -$25.9K -377 -4%
AAP
90
Arax Advisory Partners
Colorado
$740K -$12.3K -179 -2%
CFD
91
Creative Financial Designs
Indiana
$695K +$208K +3,030 +47%
RA
92
RFG Advisory
Alabama
$689K +$22.5K +328 +4%
CF
93
Centaurus Financial
California
$682K -$59.1K -862 -8%
APA
94
American Portfolios Advisors
New York
$667K -$812K -11,836 -56%
ATPW
95
Ashton Thomas Private Wealth
Arizona
$660K +$44.7K +651 +8%
DBRC
96
D.B. Root & Company
Pennsylvania
$658K -$478K -6,971 -43%
SW
97
SkyOak Wealth
Michigan
$654K +$618K +9,009 New
SIG
98
Sargent Investment Group
Maryland
$647K +$3.77K +55 +0.6%
QCIG
99
Quad-Cities Investment Group
Iowa
$627K -$67.5K -984 -10%
CS
100
Credit Suisse
Switzerland
$625K -$3.78M -55,117 -86%